Job description

Job description Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence. Are you a senior data and finance professional with a track record of building modern data environments, scaling analytics capabilities, and leading cross-functional delivery? Here, you'll shape the future of how financial data and insights are delivered, bringing modern tools and AI-enabled capabilities to work that matters. As a Product Director in the Consumer & Community Banking Finance Data & Insights Team, you lead innovation through the development of products and features that delight customers. As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs. You provide strategic and execution leadership for the Wealth Management line of business' data and reporting ecosystem, owning delivery of monthly internal, external, and regulatory financial results. You drive modernization through automation and establish the operating model for high-quality analytics and stakeholder support. The Finance Data & Insights Team is an agile product team responsible for the development, production, and transformation of financial data and reporting across Consumer & Community Banking. Our vision is to improve the lives of our people and increase value to the firm by leveraging the power of our data and the best tools to analyze data, generate insights, save time, strengthen processes and controls, and build the skills of the future. You set the operating model for high-quality ad hoc analytics and stakeholder support, leading end-to-end prioritization and execution across product, data, and technology teams. You ensure data domains delivered to the Finance Data Mart meet governance, controls, and scalability expectations, and you build strong partnerships with Chief Financial Officer organizations and Wealth Management Field leadership to ensure consistent reporting delivery and user adoption. Job responsibilities • Oversees the product roadmap, vision, development, execution, risk management, and business growth targets • Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth • Coaches and mentors the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives • Owns product performance and is accountable for investing in enhancements to achieve business objectives • Monitors market trends, conducts competitive analysis, and identifies opportunities for product differentiation • Sets the strategy and execution roadmap to modernize the Wealth Management finance data environment to meet analytical, operational, and regulatory needs • Provides end-to-end oversight of Flows and Flows-related compensation reporting, including governance, controls, delivery cadence, and stakeholder alignment • Establishes and runs the ad hoc support operating model with a strong user experience and continuous improvement focus • Partners with Chief Financial Officer teams and senior stakeholders to align priorities, manage tradeoffs, and drive transparency on delivery status, risks, and dependencies • Partners with Technology to design, build, and deliver data domains into the Finance Data Mart, ensuring scalable architecture, discoverability, and fit-for-purpose data • Serves as senior subject matter expert and escalation point across user acceptance testing and production readiness, ensuring deployments meet business requirements and expected results Required qualifications, capabilities, and skills • 8+ years of experience or equivalent expertise delivering products, projects, or technology applications • Extensive knowledge of the product development life cycle, technical design, and data analytics • Proven ability to influence the adoption of key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management • Experience driving change within organizations and managing stakeholders across multiple functions • Demonstrated ability to lead cross-functional delivery across Finance, Technology, and Data teams with strong execution rigor and risk management • Excellent written and verbal communication skills, with the ability to influence senior leaders and diverse stakeholder groups • Experience designing and operating data quality, reconciliation, validation, and reporting controls in regulated environments • Proficiency with the Microsoft Office Suite, primarily Excel, and the ability to structure executive-ready narratives from analysis • Experience with relational databases and optimizing SQL to pull and summarize large datasets for report creation and ad hoc analyses • Knowledge of data management concepts including data lineage, metadata, data dictionaries, and discoverability • Strong analytical and problem-solving ability, with the capacity to interpret unstructured data and communicate limitations clearly Preferred qualifications, capabilities, and skills • Recognized thought leader within a related field • Bachelor's degree in Management Information Systems, Computer Science, Finance, Accounting, or a related field, or equivalent relevant experience • Experience with analytics, data wrangling, and self-service business intelligence tools such as Alteryx, ThoughtSpot, SAS, or Python • Experience with cloud data warehouse platforms such as AWS, Databricks, or Snowflake • Experience building operating models for analytics delivery, including intake, prioritization, service levels, training, and adoption metrics • Demonstrated impact saving time and increasing insight generation through scalable data, dashboards, and new capabilities • Track record delivering process improvement and automation that reduces manual workflows Lead data and reporting modernization, driving analytics, automation, and AI-enabled insights for Wealth Management.

Requirements

Must-haves

Oversees the product roadmap, vision, development, execution, risk management, and business growth targets
Owns product performance and is accountable for investing in enhancements to achieve business objectives
Monitors market trends, conducts competitive analysis, and identifies opportunities for product differentiation
Sets the strategy and execution roadmap to modernize the Wealth Management finance data environment to meet analytical, operational, and regulatory needs
Provides end-to-end oversight of Flows and Flows-related compensation reporting, including governance, controls, delivery cadence, and stakeholder alignment
Establishes and runs the ad hoc support operating model with a strong user experience and continuous improvement focus
Partners with Chief Financial Officer teams and senior stakeholders to align priorities, manage tradeoffs, and drive transparency on delivery status, risks, and dependencies
Partners with Technology to design, build, and deliver data domains into the Finance Data Mart, ensuring scalable architecture, discoverability, and fit-for-purpose data
Serves as senior subject matter expert and escalation point across user acceptance testing and production readiness, ensuring deployments meet business requirements and expected results
Required qualifications, capabilities, and skills
8+ years of experience or equivalent expertise delivering products, projects, or technology applications
Extensive knowledge of the product development life cycle, technical design, and data analytics
Proven ability to influence the adoption of key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
Experience driving change within organizations and managing stakeholders across multiple functions
Demonstrated ability to lead cross-functional delivery across Finance, Technology, and Data teams with strong execution rigor and risk management
Excellent written and verbal communication skills, with the ability to influence senior leaders and diverse stakeholder groups
Experience designing and operating data quality, reconciliation, validation, and reporting controls in regulated environments
Proficiency with the Microsoft Office Suite, primarily Excel, and the ability to structure executive-ready narratives from analysis
Experience with relational databases and optimizing SQL to pull and summarize large datasets for report creation and ad hoc analyses
Knowledge of data management concepts including data lineage, metadata, data dictionaries, and discoverability
Strong analytical and problem-solving ability, with the capacity to interpret unstructured data and communicate limitations clearly
Recognized thought leader within a related field
Bachelor's degree in Management Information Systems, Computer Science, Finance, Accounting, or a related field, or equivalent relevant experience

Nice-to-haves

Preferred qualifications, capabilities, and skills

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Platform: oracle-cloud
Effort: medium

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